Financial Planning Specialist
13 hours ago
Tate Recruitment is seeking a skilled Financial Planning Specialist to join our team in Hertford, covering Herts and Essex. As a key member of our financial planning team, you will be responsible for delivering exceptional financial planning services to high net worth clients.
The ideal candidate will have a strong understanding of financial planning principles, with a focus on cashflow and lifestyle planning. You will be responsible for conducting research on products and services, implementing anti-money laundering processes, and providing holistic financial planning advice.
Main Responsibilities:
- Conduct research on products and services to support client financial planning needs
- Implement anti-money laundering processes to ensure compliance
- Present financial recommendations to clients in a clear and concise manner
- Maintain ongoing relationships with clients through regular reviews and updates
- Stay up-to-date with regulatory changes and industry developments
Requirements:
- Diploma in Financial Planning (Level 4) or chartered status ideal
- Minimum 5 years' experience in authorised financial planning with competent adviser status
- Cashflow and lifestyle planning expertise
- Strong ambition, attention to detail, and excellent communication skills
Salary and Benefits:
- Competitive salary: £75,000 (Basic) + Generous Bonus Scheme, Achievable OTE £150k Year One
- Opportunities for career growth and professional development
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